Martin T. O'leary
Professional summary
Martin Thomas O'leary, who also goes by Marty Thomas O'leary, is a registered financial advisor currently at STADIUM FINANCIAL LLC located in Sanford, Florida.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Martin has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Thomas O'leary's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 8, 2022 - Present
STADIUM FINANCIAL LLC
March 14, 2016 - July 5, 2022
TIM LOONEY INVESTMENTS, LLC
September 25, 2002 - April 23, 2004
GPC SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2022)
(9/2/2022)
Exams
Current Firm
STADIUM FINANCIAL LLC
CRD#: 319545 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 23,951,659 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
